About the role
LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue. Trusted by over 1,000 customers including OpenAI, Snowflake, Shopify, Siemens, and Palo Alto Networks. LeanData sits at the center of the modern revenue stack. We are building a next-generation Customer Success organization — one where AI does the monitoring, pattern detection, and routine outreach, so our people can focus entirely on outcomes and relationships. The Digital CSM role is the leading edge of that model. As a Digital CSM, you will own a portfolio of 250–300 smaller commercial accounts and will be the architect and operator of a scaled, AI-augmented coverage model. This is not a traditional CSM role. You won't be meeting and defining outcomes, driving adoption and engagement, educating on the product, solving issues or advising - the agents will. AI agents handle health scoring, risk detection, opportunity identification, and call prep (as needed). You handle the moments that machines can't: re-engaging at-risk customers, spotting expansion opportunities, and translating LeanData's value into language that sticks and inspiring customers to do more with LeanData. This role is ideal for someone who is energized by scale, comfortable building and operating AI tools, and motivated by the challenge of building something new — not inheriting a playbook. Open to remote ■
What You'll Own Portfolio Health & Retention Own retention outcomes across a 250–300 account digital portfolio, with AI agents as your first line of monitoring and customer engagement Triage AI-surfaced risk signals and determine when human engagement is required vs. when an automated playbook is sufficient Intervene on churn risk, silent accounts , and adoption drop signals before they become losses Partner with Account Management on expansions Adoption & Value Delivery Automate the guidance given to customers to get them towards deep adoption of LeanData's core workflows — routing, matching, and orchestration — as the primary retention lever Use AI-generated summaries and in-product benchmarks to help customers see their value without requiring a live EBR Identify customers who have plateaued in adoption and design targeted re-engagement sequences Expansion & Growth Signals Monitor AI-ranked expansion signals and convert top opportunities through self-serve or light-touch engagement Surface multi-threading opportunities in single-stakeholder accounts and introduce LeanData to additional personas Partner with AEs on accounts showing expansion readiness above a defined ARR threshold Digital Program Design Contribute to the design and iteration of automated touchpoint sequences, playbooks, and nurture programs for the digital tier Identify gaps where AI coverage is insufficient and flag for human escalation or program improvement Experiment with in-product messaging, video outreach, and community-led engagement as low-cost, high-scale channels ■